Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1291257 | Recordkeeping | $181,117 |
THOROUGHBRED FINANCIAL SERVICES LLC10+ years Service code 26 5110 MARYLAND WAY, SUITE 300 · BRENTWOOD, TN 37027 | Advisory (Participants) | $7,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,304 | $50,820+115.1% | $155,567-29.7% | $77,671+40.7% |
| Participation rate | 77.3% | 63.1%+14.1pp | 78.2%-0.9pp | 70.6%+6.7pp |
| Annual return | 12.79% | 34.85%-22.1pp | 64.74%-51.9pp | 31.21%-18.4pp |
| Employer contribution / active EE | $2,166 | $1,993+8.7% | $4,674-53.7% | $2,726-20.5% |
| Participant deferral / active EE | $4,041 | $2,823+43.1% | $5,628-28.2% | $4,648-13.1% |
| Admin fee / account holder | $368 | $436-15.6% | $15,916-97.7% | $430-14.5% |